Finance and Operations Associate

Position Overview:

The Finance and Operations Associate is responsible for managing the day-to-day financial operations of Congregation Beth Sholom, including accounts payable/receivable, assisting with budget tracking, grant administration and working with the external accounting team. Additionally this position will serve as a key contact for members and donors, ensuring that pledges and payments are collected, acknowledged, and accurately recorded in a timely and accurate manner.

Key Responsibilities:

• Finance and Record Keeping:
  • Maintain accurate financial records by processing invoices, recording transactions, reconciling bank statements, and ensuring proper coding of expenses.
  • Oversee accounts payable:
    • Record all vendor invoices in bill.com in a timely manner.
    • Set up all outside vendors and contractors for payment; collecting and maintaining W-9 documentation for independent contractors.
    • Ensure that all payments are coded correctly according to the current budget.
  • Oversee accounts receivable:
    • Deposit and record all checks and payments, ensuring proper entry into the member database.
    • Ensure that all funds are collected on-time; following up on past-dues in a respectful and timely manner.
    • Ensure that all donations are properly coded and attributed according to the donor’s directions.
  • Review credit card activity, reconcile to monthly statements, and share with accounting team.
  • Assist in the maintenance of member database; producing reports as needed
  • Work closely with external accounting team, ensuring that all processes run smoothly and reports are received in a timely and accurate manner.

• Budget and Grant Administration
  • Assist with annual budget preparation process.
  • Monitor budget variances, identify potential issues
  • Track grant funding cycles, ensuring compliance with grant reporting requirements and deadlines.
  • Assist with the preparation of grant applications and reports as needed.
  • Monitor grant expenditures and provide necessary reporting to funders, as requested.

• Operations and Administrative:
  • Ensure that donor acknowledgements are produced promptly and accurately regardless of method of payment.
  • Assist members and donors with the process of making payments and pledges in their preferred method (check, CC, ACH, wire transfer, stock donation, employee match, etc)
  • Work closely with entire staff to ensure consistent and efficient financial practices are maintained.
  • Assist with onboarding of contract employees and new vendors; collecting and maintaining w-9s and setting up for payment.

Qualifications

• Bachelor's degree or equivalent work experience in finance, accounting or related field.
• Minimum of 3-5 years of experience working in finance or non-profit operations, including experience with accounts payable and accounts receivable.
• Proficiency in accounting software (e.g., QuickBooks)
• Strong computer skills and the ability to troubleshoot (google suite, slack, etc.)
• Demonstrated proficiency in excel/google sheets
• Strong analytical skills and ability to interpret financial data
• Excellent attention to detail and highly organized
• Ability to work independently and as part of a team
• Strong communication skills both oral and written
• Ability to think critically and problem-solve independently
• Comfortable and excited to work with a small cross-functional team.

Preferred:

• Experience working within non-profit organizations.
• Experience with donor management systems
• Familiarity with fundraising and development processes
• Commitment to the mission and values of CBS